Investment Q&A

Q: Hello ,
It appears from various questions and answers, well's fundamentals are good. If the market does not seem to like it much, in your experience, is it best to move on. Unless there is a takeover, do you see a potential of Well surging. Last report as outlined was good and it did well but now retracing.. thanks for your assistance.

Q: Your thoughts please on the quarter?


Thx

Q: HPS - Can you expand on their specific SBC, 1st look one might think $16,671,000 million in SBC in one quarter WTH... 1 year ago that expense was $4,478,000.
Noted share price as of March 31 $145 so it seems they issued over 100,000 shares as compensation and that is it?
But reading more into it thanks to some twitter(X) ppl I follow (you are tagged in it so you can see exactly what i mean) and its as if they are updating their DSU (deferred share units Directors and Senior executives can defer compensation as stock + they do issue some as awards) and then RSU PSU (recently the new LTIP was instituted for Senior Executives).

Please shed some light on this is that a correct interpretation because they state on page 11 of 1st Quarters Interim financial statements that they issued 1335 DSU shares at $115.80 and a total of 10,388 PSU/RSU shares were issued @ $117.26 this quarter = $1.37 Million at those prices and 11,723 shares.
*BUT noting an expense of $10,836,500 for DSU recorded in general and admin expenses + $5,834,000 expense for PSU/RSU expense recorded = the stated SBC expense of $16.67 Million.

How do they calculate that expense?!

I understand they need to update this quarterly as share price moves as its money owed to Directors and Senior executive but next quarter the stock is lower then is this expense updated and then potentially less?!

Q: Are you concerned about any of these factors?
Four clients contribute to 69% of the total revenue.
The U.S. market accounts for approximately 89% of revenues.
Deferred Income Tax Liabilities increased from $9.2 million to $15.9 million, marking a significant rise.

Q: I am a holder of the stock at levels slightly higher than present and have been pleased with the last two quarters do you think the turnaround is in place. The inventory has been reduced from the previous high in the last 6 months or so. Is the current inventory at a level that is right sized for the sales or is it still high. Do you have a rule of thumb for a stock like this for inventory size vs some other metric. Any further color you can add on inventory would be helpful as I am lacking the knowledge. Thanks

Q: Could you please provide your analysis of their latest quarterly results? Do you believe their valuation is still attractive and would you endorse an initial position in a TFSA account?
Thanks for your excellent insights!

Q: Could I please have your comments on WSP quarterly results?

Thanks

Dave.

Q: Comment on their results last night?

Q: Thoughts please on the quarterly report for EIF. Also, how do you feel about their debt load - is the picture the same, better, or worse? Thanks!

Q: The word "Restructuring" always makes me nervous - "Raised guidance" soothes my nerves. What takeaways from this q1 are most important, most revealing of this company going forward ?

Q: Hi, thoughts on Q1 results for Tamarack tve/t....looks like went from Q4 profit of +.10 per share to loss of -.06 per share???.....also guidance looks to be on the low range.....any concerns with 5i????....have larger position.....thanks as always, jb Piedmont QC

Q: As an older investor, I am considering a gradual move from mostly individual stocks to a fully ETF portfolio. My thinking is to allow management simplicity for my wife in the event of my death or disability. Seeking dividends predominately but also a representation of growth. Can you please suggest an array (portfolio) of ETFs that I could begin migrating towards? As always, your advice is appreciated. thank you

Q: I have these ETF's in my portfolio, although they are a small percentage. I am wanting to do a clean up of most of my partial holdings in individual stocks and purchase more ETF's. I was going to add VIG as well. Could any of these ETF's be replaced with better ones or not bother with them, and what others do you suggest to compliment them for an income investor who wants to see a little growth as well in a well diverse portfolio? Thanks.

Q: Help me!
My wife and I have a competition running in our TFSA accounts, which we started a few years back with the same cash balance. She is using the classic passive ETF strategy, except we got pissed off with bonds and moved that portion into QQQ/ICLN (TDB900, 902, 911 & QQQ, ICLN)
I am actively (quite low turnover) trading CDN and US stocks and ETF's
She is handing me my ass!

My current holdings in the CDN account are ATS, BAM, BN, GSY, KXS, XIT, PBH, WELL, WSP and US account AAPL, TFII, VEEV

Ignoring sector allocations (which i still need to look into), please advise any Buy, Hold or Sell recommendations for my current holdings with a 5 year horizon

Q: Gentlemen; Thoughts on the quarter for SHOP?

Something disappointed given pre market activity;

This is a public question

Q: Please comment on earnings.

Q: Hi, with the relatively attractive PE ratio of Utilities and the proxy play of increased energy consumption demands of AI, can you recommend 3 Canadian Utilities and 3 US Utilities with a growth focus for a 2-3 year hold, and your thoughts on each.

Q: what are your top 3 picks in gold stocks and why? thanks.

Q: Hi, I've held ATS for a while to see a nice gain and now back to even. . I'm debating on adding, selling or just holding. What would be your recommendation today and why?
What other Canadian stocks in the sector do you see as better if moving on? Thanks

Q: Would 5i comment on earnings for AND and anything you may have gleaned from the report and conference call { if it has happened yet } . I know what the earnings are { down a tad from 2023 but not a lot } but would like to hear 5i's opinions on the business and business model going forward both short and mid to long term .... The stock has been a bit unexciting in the recent past and I am trying to assess whether to move on ...... Thanks for your terrific service . Garth .....